DR Insurer (full premium) · CR Insurer (commission kept) · CR Cash (net paid out). Pick an insurer to load their unpaid policies — tick the ones being settled to auto-fill Premium + Commission.

📥 Bulk Import Client Groups (from v3)

In your v3 HTML browser, open DevTools → Console and run this:

copy(JSON.stringify(JSON.parse(localStorage.getItem('kite_grp_2026') || '{}'), null, 2))

That copies the groups JSON to your clipboard. Paste it below and click Import.

📄 Broker Commission Statement

Generates a printable monthly statement showing every policy placed by the broker, gross commission, his override share, 8.5% WHT, and net payable.

💰 Receive Commission from Insurer

Posts: DR Cash · CR Insurer.
Use this when the insurer remits the commission you were owed from a client-direct payment.

🧾 Commission Statement

A printable commission statement for this insurer, in the insurer-bordereau style. Lists each policy (premium · commission · %) for the chosen period from your book.

💼 Commission Receivable from Insurers

These insurers have a positive debit balance on their 401XXX account — meaning they owe us money, typically because a client paid them the gross premium directly (the commission portion sits with them until they refund it).

🆕 Recently Imported Policies

Search policies by reference, insurer ref, client name, plate, or PIN and add them to the JV. Mix multiple insurers in a single voucher — the system groups by insurer and auto-balances cash.
↻ Search again after adding a policy to add another line — repeat for as many policies as you need.
⚡ Compound mode: set each line's Funded By to 👤 Client AR (collect from client + pay insurer + keep commission), 🤝 Client → Insurer Direct (client paid insurer the full amount; we just clear both sides — no cash, no commission split), or 🧾 Broker Payable (settle broker debt). Default 💵 Cash = classic pay-to-company.

Filter by client name / PIN, broker, or month. Tick the policies being collected, edit the amount per line, post one combined REC voucher.
Journal: DR Cash · CR Client(s). Policy outstanding (OS) is reduced automatically.

Paste rows from the insurer's Excel statement (one per line, columns separated by Tab or comma). System matches each line to our books by Policy Ref + amount within $1.

Pick a broker and (optionally) a month. The grid lists the broker's policies with their commission share (override %). Tick the lines being paid, edit the amount if needed, post one PV.
Journal: DR 412000XXX Broker Payable · CR Cash.

For when the client paid the insurance company directly (no cash through the brokerage). Posts a 2-line offset: DR Insurer / CR Client.

🔍 Audit Tool — Data Integrity

Eight integrity checks. Click a row to expand the sample; use the Fix button (where available) to apply the suggested repair to selected IDs.

🩺 Health Check

⚙️ Company Settings

These appear on every printed Cover Note, Debit Note, Statement, and report.

Add Policy

🔧 Correct Policy Outstanding Balance

Use this to fix an over- or under-recorded OS directly. Installments are automatically re-synced. A suspense accounting entry is created for the audit trail.

Record Payment

🏷 Settle with discount

Add User

New Endorsement

🔄 Create Renewal

Cancel Policy